Scumbria, I am not turning a blind eye to anything, I am not in RMBS right now and my GTC is still at $122, if it then breaks $110, I am out if not earlier. As a potential investor, I believe you should know that that "walk out" was in the stock long before we were made aware of it, I believe that the next "walk in" which may cause a rally in RMBS will be known to us much after RMBS has already made a 30% recovery or so, thus, while it is important to find out what are the "walk ins" and "walk outs" around RMBS to determine whether to keep an interest in the stock, forget about knowing these ahead of time. The main issue which we have not resolved, IMHO, at this time, is the technology Dead as Carl has proclaimed, or is it the technology wich will dominate the memory field in the future. You and Carl are smart enough to know the answer now, unfortunately, this English Challenged Farmer, is not that smart, so until the stock either breaks it's still bullish patter (long term, short term, very bearish) or until I have an unequivocal declaration from INTC that RMBS is dead, I'll still be following this bus to see how money can be made in it. Being in hate with a stock is just as damaging to one's folio as being in love with it.
Zeev |